Manage contacts by filtering and organizing data into smart lists. Engage in two-way email and SMS conversations. View real-time notifications and access dynamic contact cards with customer details. Monitor and manage online reputation.
Access product information, marketing materials, and presentations. Email or text individual screens to customers. Receive real-time updates for current data. Share documents directly from the device.
Create, design, store, and share electronic cards with updated contact information. Edit details, receive contacts, and sync across devices. Manage contacts without printing physical cards.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Send business cards, refer contacts, track activity
Share digital business cards instantly and refer contacts to expand your network. Track activity and connect with professionals. Send credentials and find new connections effortlessly.
Manage home or office telephony remotely. Join audio and video conferences. Make and receive calls via WiFi or mobile networks using a landline number. Transfer calls between devices without disconnecting. Add video to calls during a session.
Send personalized messages to multiple contacts via text or email. Include contact names in messages. Avoid group texts for privacy. Notify contacts about events or changes. Share updates without using group messaging features.
Share content such as videos, audio files, and PDFs with contacts. Customize accompanying messages and input contact details to send content. Connect with prospects using communication tools.
View projects, companies, contacts, action items, and documents. Access frequently used items via favorites and recents. Use global search to navigate quickly.
Manage business matters by viewing, searching, and sorting cases. Review details and track progress. Access and update contact information. Create new contacts and maintain client communications.